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20121201
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for citi and bank of america, on a lot of revenue growth. it's dependant upon internal execution, so in bank of america's case they are going to generate over $18 billion in -- in capital. they are going to return to shareholders. i mean, i have not seen an opportunity like this in four or five years >> i like what you see about the catalyst, because number one, you say these banks are adequately capitalized and we've seen the capital being raised over the last couple of years. you wrote in the report yesterday that you think bank of america could quadruple its dividends? >> that's conservative. that could be low by a factor -- they could do two times that. what was said is the maximum payout, dividend payout ratio for the banks is going to be 30%. we took 16% of that so basically half of that, and our assumptions, the math and incredibly intensive analysis we went through this, it incorporates extremely conservative assumptions so when we started yesterday, 45% upside for bank of america and 35% upside, and this is short-term upside for bank of america over, you know, a $100 billion
, goes down. neighbor is the bounce people are looking for. >> brinker international? >> a lot of shuffle hog what restaurant is doing well. i happen to like this company but i think that panera is the one held up the best. >> knew buy at city. m and t bank, regional bank. >> we heard it from people about how the regional banks aren't making extra, bob pisani, people want ideas. m and t -- >> already a really good year. >> did this hudson city bank, david. fed let that happen. >> goldman a buy on yum. >> yes, this is a very big trade. goldman, everyone spectacle. novack turns yum. i think that this is the cheapest restaurant play. not panera, which is not the cheapest but the most momentum. >> tesoro. >> boy you know, if you are in the retyping business, david, you are really coining money. we got cheap energy here, you refine it charge the higher price. the margins terrific fors at the sore role we have to harness our cheap energy and get manufacturing here t can be done. the cheap energy and consistent energy in our country is remarkable. it is why -- >> stock's up 85% this year. >> the
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